FFA
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Farther Finance Advisors’s Essential Utilities WTRG Stock Holding History

Farther Finance Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$630K Sell
16,440
-2,292
-12% -$87.5K ﹤0.01% 1385
2026
Q1 		$761K Buy
18,732
+2,992
+19% +$118K 0.01% 1144
2025
Q4 		$604K Buy
15,740
+4,351
+38% +$171K 0.01% 1185
2025
Q3 		$454K Buy
11,389
+4,481
+65% +$171K 0.01% 1128
2025
Q2 		$257K Buy
6,908
+3,660
+113% +$143K 0.01% 1266
2025
Q1 		$128K Buy
3,248
+2,234
+220% +$82K ﹤0.01% 1419
2024
Q4 		$36.8K Sell
1,014
-135
-12% -$5.24K ﹤0.01% 1807
2024
Q3 		$44.3K Buy
1,149
+515
+81% +$20.2K ﹤0.01% 1718
2024
Q2 		$23.5K Buy
634
+230
+57% +$8.53K ﹤0.01% 1730
2024
Q1 		$14.9K Sell
404
-24
-6% -$870 ﹤0.01% 1594
2023
Q4 		$16K Buy
428
+356
+494% +$12.4K ﹤0.01% 1407
2023
Q3 		$2.47K Buy
72
+53
+279% +$2.05K ﹤0.01% 1775
2023
Q2 		$758 Sell
19
-37
-66% -$1.55K ﹤0.01% 2044
2023
Q1 		$2.44K Buy
56
+44
+367% +$1.99K ﹤0.01% 1567
2022
Q4 		$573 Buy
+12
New +$543 ﹤0.01% 1807

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Farther Finance Advisors's WTRG Position: Q2 2026 in Review

Farther Finance Advisors reduced its Essential Utilities (WTRG) stake by 12% in Q2 2026, selling an estimated $87.5K and leaving 16,440 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Farther Finance Advisors first reported a position in WTRG in Q4 2022 and has held it in 15 quarters since. The position peaked at $761K in Q1 2026. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Farther Finance Advisors held 16,440 shares of Essential Utilities worth $630K as of Q2 2026.
  • Farther Finance Advisors sold 2,292 Essential Utilities shares in Q2 2026, an estimated $87.5K.
  • Essential Utilities made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1385 holding.
  • Farther Finance Advisors first reported a position in Essential Utilities in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Essential Utilities position peaked at $761K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.